Broker Check
Dawn Shannon, CFP

Dawn Shannon, CFP

Financial Consultant*

Dawn Shannon has been working with business owners, professionals and high net worth individuals since she joined her family’s business in 1995. Dawn specializes in tax –efficient investment strategies and risk management, as well as financial strategies designed specifically to address business, retirement and divorce planning. Dawn also works extensively with CPA's and other financial advisors, helping them implement tax-advantaged strategies for their high income/high net worth clients.

Dawn is active in many community organizations. In addition to involvement in two local chambers of commerce, she is a graduate of Saratoga Leadership and she has received her CTM from Toastmasters International, is past president of NAIFA Capital District, and past state trustee for NAIFA NYS. Dawn is also a member of the Financial Planning Association. Dawn is a graduate of Siena College with a Bachelor’s Degree in Finance.

Dawn Shannon is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC,354 Mountain View Drive, Suite 200, Colchester VT 05446. NPA Financial, LLC. is independent of Equity Services, Inc. Dawn Shannon is licensed to conduct securities business in NY, CO, CA, FL, ME, PA, OK, SC, VA and TN. She is also licensed to sell insurance in NY, FL, MD, NJ, NC, PA and VA. National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.

CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.